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Sample life of an Evaluation Task


Here is an example of what might happen to an Evaluation Task as it makes it's way through the Evaluation Workflow.

Let's walk through a sample life-cycle for an evaluation task in TES.

  • We start with a course to review. Perhaps it has come in on a prospective transfer student's transcript. Perhaps it is an evaluation request for a summer course. Maybe it even came through from Transferology®.
    • In this example, a transfer student took an Introductory Astronomy course (AST 108) at The University of Rhode Island.
    • Using the Course Finder, we look up the University of Rhode Island, select a data set, select the Astronomy department, and view the Introductory Astronomy course description.


  • We see that there are no current equivalencies and that the course has not been evaluated before, either.
  • Click the footprints icon to send this forward to be reviewed.


  • In this example, we are going to just send the course along (without proposing an equivalency).
    • We click the Preview button.


  • We assign the Astronomy Chair as the evaluator, make sure Send e-mail alert is checked, and attach a course outline.
  • We click the Create Evaluation Task button to assign the evaluation to Nick (sorry - couldn't help myself - Professor Copernicus!)


  • Professor Copernicus logs in to TES.


  • He lands right in his My Evaluations queue (because he set that up in his User Preferences (Manage>User Preferences):


  • Clicking on the Select Institution (arrow) button next to the school brings Professor Copernicus into the list of pending evaluations.


  • Clicking on the Edit Evaluation (arrow) button opens the evaluation task.


  • You can see from the log that the evaluation task has an attached file and was assigned to Professor Copernicus.
    • Clicking the Support files link displays the attached file.


  • Professor Copernicus selects Add/Edit Course from the Action list.


  • The Add/Edit Course popup displays.
    • Professor Copernicus selects the equivalent course from the Astronomy Department in the appropriate data set.


  • Professor Copernicus clicks the Done button.
    • He now needs to send it along to the Dean for approval.


  • Professor Copernicus selects the Re-Assign action, adds comments, and then forwards (Re-assigns) it to the Dean of the Arts and Sciences (W. Shakespeare) for final evaluation and approval.


  • The Evaluation task will now disappear from Professor Copernicus’ queue.


  • Dean Shakespeare then logs in (in response to the e-mail alert that was sent) and opens his queue.


  • He opens the evaluation task, and approves the equivalency, electing to reiterate Professor Copernicus' comments.


  • The evaluation task returns to the creator’s queue. The evaluation task creator must have both the Equivalency Manager User Right and the Evaluation Tracker User Right assigned. The SELECT AN ACTION dropdown list will contain some additional elements when viewed by an individual with the Equivalency Manager User Right.1



  • The Close action simply closes the evaluation task, without creating an equivalency in TES.


  • The Create Equivalency and Close action allows you to create an equivalency in TES and close the evaluation task.


  • The evaluation log tracks all of the activity that takes place during the course of the evaluation, from the initiation of the request, through the final resolution. This history is available to review in the All Closed Evaluations queue as well as in the equivalencies themselves for the tasks that resulted in a defined equivalency. 



1 The list of available actions will contain different options if both the Equivalency Manager User Right and the Evaluation Tracker User Right are assigned, or if just the Evaluation Tracker User Right is assigned. The example shown here is the list that is associated with both the Equivalency Manager User Right and the Evaluation Tracker User Right.

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